Eli Lilly & Co
LLY- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000059478
In the last 90 days, Eli Lilly & Co insiders filed 0 open-market purchases and 3 sales; 4,644 institutions reported holding it in 13F filings for Q2 2026, worth $942.8B in total; 4 superinvestors hold it, including ARK Invest and Soros Fund Management.
13F holders, Q1 2023
Institutional positions in Eli Lilly & Co as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,619
- +3 vs. Q4 2022
- Shares held
- 840.7M
- +51.5M (+6.5%) vs. Q4 2022
- Total value
- $269.7B
- −$18.4B (−6.4%) vs. Q4 2022
- New holders
- 155
- 1,063 more added
- Sold out
- 152
- 1,001 more reduced
56 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,644 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $225.8B |
| Q4 2021 | 2,308 | $218.0B |
| Q3 2021 | 2,056 | $183.1B |
| Q2 2021 | 2,027 | $182.0B |
| Q1 2021 | 1,952 | $148.0B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Column Capital Advisors, LLC | 787,214 | $10.6M | 1.59% | +5,369+0.7% | Added |
| Impax Asset Management Group plc | 30,810 | $10.6M | 0.04% | −1,373−4.3% | Reduced |
| Spinnaker Trust | 30,769 | $10.6M | 0.80% | +157+0.5% | Added |
| CX Institutional | 30,277 | $10.6M | 0.56% | +14,029+86.3% | Added |
| Colony Group LLC | 30,645 | $10.5M | 0.16% | −2,745−8.2% | Reduced |
| Ameritas Investment Partners, Inc. | 30,630 | $10.5M | 0.42% | +210+0.7% | Added |
| Gamco Investors, Inc. Et Al | 30,533 | $10.5M | 0.11% | −322−1.0% | Reduced |
| Journey Advisory Group, LLC | 30,326 | $10.4M | 1.65% | +1,461+5.1% | Added |
| Rice Partnership, LLC | 30,255 | $10.4M | 3.12% | +434+1.5% | Added |
| Nwi Management LP | 30,000 | $10.3M | 1.64% | +30,000 | New |
| Tang Capital Management LLC | 30,000 | $10.3M | 1.54% | +10,000+50.0% | Added |
| King Luther Capital Management Corp | 29,922 | $10.3M | 0.05% | +1,102+3.8% | Added |
| Aptus Capital Advisors, LLC | 29,821 | $10.2M | 0.29% | −4,660−13.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 29,769 | $10.2M | 0.42% | −19,234−39.3% | Reduced |
| Stephens Inc | 29,733 | $10.2M | 0.20% | −2,525−7.8% | Reduced |
| Northwest & Ethical Investments L.P. | 29,589 | $10.2M | 0.34% | −6,273−17.5% | Reduced |
| SkyOak Wealth, LLC | 29,480 | $10.1M | 3.09% | +472+1.6% | Added |
| Sarasin & Partners LLP | 29,396 | $10.1M | 0.13% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 29,285 | $10.1M | 0.34% | −27−0.1% | Reduced |
| FDx Advisors, Inc. | 27,476 | $10.1M | 0.44% | 00.0% | Unchanged |
| LMR Partners LLP | 29,261 | $10.0M | 0.22% | −19,783−40.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 29,238 | $10.0M | 3.81% | +389+1.3% | Added |
| Salomon & Ludwin, LLC | 28,974 | $9.95M | 1.19% | −1,083−3.6% | Reduced |
| Mirova | 28,898 | $9.92M | 1.43% | +104+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 28,848 | $9.91M | 0.61% | −2,118−6.8% | Reduced |
| Cetera Advisors LLC | 28,826 | $9.90M | 0.16% | −138−0.5% | Reduced |
| Independent Advisor Alliance | 28,376 | $9.75M | 0.47% | −679−2.3% | Reduced |
| Chronos Wealth Management, LLC | 28,240 | $9.70M | 7.28% | −296−1.0% | Reduced |
| Transform Wealth, LLC | 28,231 | $9.69M | 0.91% | +14,109+99.9% | Added |
| Empowered Funds, LLC | 28,150 | $9.67M | 0.57% | +2,830+11.2% | Added |
| Sound View Wealth Advisors Group, LLC | 28,071 | $9.64M | 1.32% | +928+3.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 28,062 | $9.64M | 0.79% | −201−0.7% | Reduced |
| L & S Advisors Inc | 27,813 | $9.55M | 1.34% | −8,371−23.1% | Reduced |
| Parkman Healthcare Partners LLC | 27,671 | $9.50M | 2.07% | −6,767−19.6% | Reduced |
| Parsons Capital Management Inc | 27,661 | $9.50M | 0.76% | −950−3.3% | Reduced |
| Capital Investment Advisors, LLC | 27,547 | $9.46M | 0.28% | −1,021−3.6% | Reduced |
| Jacobs & Co | 27,434 | $9.42M | 1.16% | +290+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 27,264 | $9.36M | 0.67% | −582−2.1% | Reduced |
| JW Asset Management, LLC | 27,000 | $9.27M | 3.56% | +27,000 | New |
| Trifecta Capital Advisors, LLC | 26,938 | $9.25M | 3.26% | +275+1.0% | Added |
| Artia Global Partners LP | 26,928 | $9.25M | 3.72% | −77,400−74.2% | Reduced |
| Fairfield, Bush & Co. | 26,707 | $9.17M | 3.23% | +25,080+1,541.5% | Added |
| Rockland Trust Co | 26,670 | $9.16M | 0.58% | −155−0.6% | Reduced |
| Snowden Capital Advisors LLC | 26,659 | $9.16M | 0.36% | +398+1.5% | Added |
| JLB & Associates Inc | 26,507 | $9.10M | 1.37% | +2,316+9.6% | Added |
| TruWealth Advisors, LLC | 26,300 | $9.03M | 0.83% | +14,013+114.0% | Added |
| Veritable, L.P. | 26,251 | $9.02M | 0.15% | −61−0.2% | Reduced |
| First National Trust Co | 26,087 | $8.96M | 0.48% | −371−1.4% | Reduced |
| Narwhal Capital Management | 26,006 | $8.93M | 1.12% | +5,675+27.9% | Added |
| Capital Fund Management S.A. | 25,831 | $8.87M | 0.17% | −3,905−13.1% | Reduced |
| Jackson Square Capital, LLC | 25,758 | $8.85M | 3.96% | +2,049+8.6% | Added |
| Wetherby Asset Management Inc | 25,699 | $8.83M | 0.52% | +339+1.3% | Added |
| Trust Co of Toledo NA | 25,685 | $8.82M | 1.57% | +1,710+7.1% | Added |
| Johnson Investment Counsel Inc | 25,591 | $8.79M | 0.12% | −385−1.5% | Reduced |
| Meitav Dash Investments Ltd | 21,992 | $8.77M | 0.15% | −462−2.1% | Reduced |
| KCM Investment Advisors LLC | 25,474 | $8.75M | 0.35% | +2,573+11.2% | Added |
| Vinva Investment Management Ltd | 25,675 | $8.75M | 0.74% | +25,675 | New |
| Stratos Wealth Partners, LTD. | 25,453 | $8.74M | 0.23% | +1,582+6.6% | Added |
| Balentine LLC | 25,305 | $8.69M | 0.29% | −3,106−10.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 25,242 | $8.67M | 0.15% | −6,011−19.2% | Reduced |
| Essex Financial Services, Inc. | 25,190 | $8.65M | 0.91% | −466−1.8% | Reduced |
| Rowland & Co Investment Counsel | 25,082 | $8.61M | 2.09% | −1,508−5.7% | Reduced |
| Richard Bernstein Advisors LLC | 25,041 | $8.60M | 0.18% | 00.0% | Unchanged |
| Brookstone Capital Management | 23,071 | $8.59M | 0.17% | −2,751−10.7% | Reduced |
| Greenleaf Trust | 24,881 | $8.54M | 0.10% | +82+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,791 | $8.51M | 0.22% | +72+0.3% | Added |
| Comerica Securities,inc. | 24,664 | $8.47M | 0.61% | +552+2.3% | Added |
| Ziegler Capital Management, LLC | 24,519 | $8.42M | 0.33% | −3,482−12.4% | Reduced |
| Jag Capital Management, LLC | 24,509 | $8.42M | 1.09% | −13,367−35.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 24,460 | $8.40M | 1.30% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 24,425 | $8.39M | 1.37% | +16+0.1% | Added |
| Gouws Capital LLC | 24,343 | $8.36M | 7.48% | −1,448−5.6% | Reduced |
| CMH Wealth Management LLC | 24,315 | $8.35M | 2.41% | +10,512+76.2% | Added |
| Trust Co of Virginia | 24,157 | $8.30M | 0.92% | +22,734+1,597.6% | Added |
| Boston Private Wealth LLC | 24,102 | $8.28M | 0.12% | −2,153−8.2% | Reduced |
| Argyle Capital Management Inc. | 24,068 | $8.27M | 2.91% | −995−4.0% | Reduced |
| Sigma Planning Corp | 24,002 | $8.24M | 0.27% | +4,262+21.6% | Added |
| Integrated Wealth Concepts LLC | 23,982 | $8.24M | 0.17% | +2,149+9.8% | Added |
| Freestone Capital Holdings, LLC | 23,906 | $8.21M | 0.36% | −2,130−8.2% | Reduced |
| Sectoral Asset Management Inc | 23,765 | $8.16M | 1.57% | +5,350+29.1% | Added |
| Ritholtz Wealth Management | 23,679 | $8.13M | 0.41% | −1,228−4.9% | Reduced |
| Contravisory Investment Management, Inc. | 23,642 | $8.12M | 2.29% | −399−1.7% | Reduced |
| Fusion Capital, LLC | 23,563 | $8.09M | 4.63% | −1,263−5.1% | Reduced |
| London Co of Virginia | 23,486 | $8.07M | 0.05% | −2,040−8.0% | Reduced |
| Busey Wealth Management | 23,387 | $8.03M | 0.34% | −10.0% | Reduced |
| Alerus Financial NA | 23,143 | $7.95M | 0.71% | +854+3.8% | Added |
| KMG Fiduciary Partners, LLC | 23,093 | $7.93M | 1.14% | +4,653+25.2% | Added |
| James Investment Research Inc | 22,857 | $7.85M | 1.04% | +579+2.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 22,855 | $7.85M | 0.42% | −4,351−16.0% | Reduced |
| Kestra Private Wealth Services, LLC | 22,849 | $7.85M | 0.31% | +1,225+5.7% | Added |
| Palisade Asset Management, LLC | 22,683 | $7.79M | 0.95% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 22,675 | $7.79M | 0.22% | −40,219−63.9% | Reduced |
| Caldwell Trust Co | 22,644 | $7.78M | 1.08% | +627+2.8% | Added |
| Vestor Capital, LLC | 22,622 | $7.77M | 0.91% | −33,336−59.6% | Reduced |
| Huber Capital Management LLC | 22,437 | $7.71M | 1.91% | −1,300−5.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 22,399 | $7.69M | 0.19% | −396−1.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 22,343 | $7.67M | 0.15% | +534+2.4% | Added |
| Bartlett & Co. LLC | 22,343 | $7.67M | 0.15% | +534+2.4% | Added |
| McGowan Group Asset Management, Inc. | 22,308 | $7.66M | 1.22% | +72+0.3% | Added |
| King Wealth | 22,239 | $7.64M | 1.69% | +3,722+20.1% | Added |